We build custom portfolios using the same disciplined, research-driven approach trusted by pension funds and institutional investors, tailored to your goals, risk tolerance, and long-term plan.
Who We Help
We work best with Canadians who have accumulated meaningful wealth and want a coordinated approach to managing it.
- $500,000+ in investable assets
- Approaching or enjoying retirement
- Business owners and incorporated professionals
- Families seeking tax and estate planning
- Investors who want professional portfolio management
What is Wealth Management?
Wealth management is more than just investment advice – it’s a comprehensive strategy designed to organize, grow, and protect your financial life.
At Tetrault Wealth, we take a pension-style approach to managing wealth. That means using the same risk-managed, institutional strategies employed by Canada’s top pension plans, but tailored to your personal goals.
Our wealth management services cover the full spectrum of financial planning, including:
- Custom Portfolio Management
- Tax Planning & Optimization
- Retirement Planning
- Estate & Legacy Planning
- Insurance & Risk Management
- Philanthropic Planning
- Cash Flow & Budgeting Support
We take a holistic view of your financial picture, collaborating with your accountants, lawyers, and business partners where needed, so every part of your plan works in sync.
We take a holistic view of your financial picture, collaborating with your accountants, lawyers, and business partners where needed, so every part of your plan works in sync.
How a Portfolio Manager Helps You Grow and Protect Your Wealth
A portfolio manager does more than provide investment recommendations. They create, implement and manage a customized investment strategy based on your goals, risk tolerance, time horizon and broader financial plan.
At Tetrault Wealth, we manage portfolios using a disciplined, institutionally informed approach. That means your investments are monitored, adjusted and coordinated with your tax, retirement and estate planning needs.
Working with a Portfolio Manager gives you:
- A fiduciary who is legally obligated to put your interests first
- Discretionary portfolio management (no approvals needed for every move)
- Access to institutional-grade investment strategies
- A coordinated plan that aligns tax, estate, retirement, and risk management
Our clients value confidence, not guesswork, and that’s exactly what we deliver.
How Our Approach Differs from Traditional Advisors
Many advisors build portfolios using templated models or off-the-shelf products. Tetrault Wealth, our approach is different, and deliberately so.
We manage custom portfolios using an institutional-style strategy, similar to those used by Canada’s leading pension funds. Our team focuses on risk-adjusted returns, broad asset class diversification, and a disciplined rebalancing process, all tailored to your specific objectives.
While traditional advisors often focus on selling products, we act as fiduciaries, managing your wealth with care, discretion, and alignment to a long-term plan. Your portfolio isn’t just personalized, it’s purpose-built.
250+ Five-Star Google Reviews
Experienced Portfolio Managers
Integrated Tax & Estate Planning
Serving Families Across Canada
Why Clients Choose Tetrault Wealth
Institutional Investment Approach
Custom portfolios built with a disciplined, research-driven process inspired by pension-style investing.
Integrated Planning
Investment, tax, retirement, estate and insurance planning working together.
Discretionary Portfolio Management
Professional portfolio management designed to reduce the burden of day-to-day investment decisions.
Personal Relationships
Advice tailored to your goals, family, business and long-term financial picture.
Looking for a more strategic approach to managing your wealth?
Discover the difference a custom-built, institutionally informed portfolio can make.
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Is Wealth Management Worth It?
For Canadians with significant assets or complex financial lives, working with a professional wealth manager is essential.
We help high-income individuals and families reduce taxes, build wealth across generations, avoid costly mistakes, and make confident financial decisions even in turbulent markets.
The real value of wealth management isn’t in reacting to headlines, it’s in having a plan, a team, and a strategy that adapts as your life evolves.
Whether you’re approaching retirement, managing business income, or planning a legacy, our team delivers the expertise and structure you need.
How We Work
Discovery Consultation
We learn about your goals, family, assets, concerns and financial priorities.
Portfolio & Planning Review
We review your current investments, tax picture, retirement needs and estate considerations.
Personalized Strategy
We build a coordinated plan designed around your long-term goals.
Ongoing Management & Financial Planning
We monitor your portfolio, adjust when needed and meet regularly to keep your plan on track.
Trusted By
Canadian Families
Join 250+ families who trust us with
their future.
Frequently Asked Questions
What types of clients do you typically work with?
We work primarily with Canadian individuals and families seeking an ongoing wealth management relationship rather than one-time investment advice. Many of our clients are retirees, business owners, incorporated professionals, executives, and families approaching retirement.
Our clients often come to us looking for more than investment management alone. They value coordinated advice that brings together portfolio management, tax planning, retirement planning, estate planning, and insurance considerations under one roof.
Do I need to transfer all my investments?
No. Every situation is different, and there is no obligation to transfer all of your investments to work with our team.
During our initial discussions, we’ll review your current financial picture and determine whether consolidating assets makes sense for your goals, tax situation, and long-term planning needs. In many cases, simplifying and consolidating accounts can improve coordination and oversight, but our recommendations are always tailored to your circumstances.
Can you work with my accountant or lawyer?
Absolutely.
We believe some of the best outcomes occur when your professional advisors work together as a team. We regularly collaborate with clients’ accountants, lawyers, and other trusted professionals to help ensure investment decisions align with tax strategies, estate plans, and broader financial goals.
Our objective is to create a coordinated approach to managing your wealth.
How often will we meet?
The frequency of meetings depends on your needs and the complexity of your situation.
At a minimum, we conduct regular reviews to ensure your portfolio and financial plan remain aligned with your goals. Many clients meet with us annually, while others benefit from more frequent meetings during major life events such as retirement, the sale of a business, inheritance planning, or significant tax changes.
In addition to scheduled reviews, our team is available whenever important questions or opportunities arise.
Do you work with clients across Canada?
Yes.
While our office is based in Winnipeg, we work with clients and families across Canada using secure virtual meeting technology alongside traditional in-person meetings when appropriate.
Many of our clients appreciate the flexibility of meeting remotely while still receiving personalized advice and ongoing access to their advisory team.
How are you compensated?
As a professional wealth management firm, we are compensated through transparent investment management fees that are based on the assets we manage on your behalf.
Our compensation structure is designed to align our long-term relationship with your long-term financial success.During our initial consultation, we’ll clearly explain our fee structure, what services are included, and whether our approach is the right fit for your needs.
Ready for a More Coordinated Approach to Managing Your Wealth?
Book a confidential wealth strategy session to discuss your goals and learn how our integrated investment, tax, retirement and estate planning process can help simplify your financial life.
